How United Advisors America uses Morningstar to Improve Efficiency

Katherine Hussion of United Advisors America is a Morningstar power user. In her role as an analyst, she analyzes research, runs reports, and constantly seeks more efficient ways to help the agents meeting with clients in the field. With Katherine’s due diligence in hand, the agents know they did everything in their power to make sales and improve client relationships.

Watch Katherine’s success story below.

Note: Katherine references Mo a couple times in this video. Mo has been replaced by AI assistant features.

United Advisors America have not received any cash or non-cash compensation from Morningstar, directly or indirectly, in exchange for this client success story.